“Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist with functionality of the platform.”
“We are able to connect relationships, understand who the players are, and manage meetings and communications. The system and the tools Backstop has provided to us are second to none in that regard.”
“With multiple PMs, we saw the benefit of having a centralized solution for investor management from the start. The system was very easy for everyone to get. There was no intensive training time, and we really appreciate all the help we got from the Backstop team as we were starting out. They were able to show us how intuitive data entry is in Backstop, and now we log everything! Not only does this help us leave a historical audit trail to ensure we stay compliant, but it’s also just good business sense to have everything in one place for everyone on my team to access at any time.”
“I work in Backstop 8 hours a day, 5 days a week. It is our document database and main data depository. It provides us with the tools we use on a daily basis to both analyze and house our data and all the documents that we receive. Besides ease of use, ease of reporting, and ease of viewing, the Backstop Support people are top of class.”
“Great relational database for information tracking, contact management, client management, distribution, and accounting.”
“The Backstop software is constantly evolving, and the team behind it does a great job of listening and working with their clients to make their experience better, improving Backstop's functionality. Most importantly, the people behind the software truly believe in their product.”
“By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.”
“Backstop is very customizable…the client/marketing team has been able to build out our instance and do a lot with it. The support team is very responsive. The report builder has been extremely useful for our client team, and the ETK function even more so.”
“Backstop is an excellent platform for any institution within the financial services industry with a vast array of products and functionality and an excellent support team. I would highly recommend this product to any friend or colleague.”
"Backstop has been a great solution for our firm and working with Backstop has been a great experience since the very beginning."
“We can send out an email to our accountants and know they’re not going to see everything in the world. They’re just going to see what you told them they should see. It is genius.”
"The Backstop system has helped us grow and accomplish more than we ever realized we could.”
"Backstop is very easy to organize. I have a wealth of data about our investors and prospects in one place. The tags allow me to have focused emails and campaigns. It makes us all more efficient at engaging our investors and prospects."
"We’re using Backstop to track where we are in the lifecycle of an investor – from prospect to close to stewardship.”
"Most funds are not managed by a nonprofit organization. We have to be entirely transparent in the way our Fund spends its resources.”
FeaturedCustomers has 1,849,222+ validated customer references
including reviews, case studies, success stories, customer stories,
testimonials and customer videos that will help you make better
software purchasing decisions.